Oppenheimer Holdings Inc. OPY

What this company does

The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market-making, trust services and investment advisory and asset management services. Through its Wealth Management business, Oppenheimer provides financial services through a network of 924 financial advisors in 88 offices located throughout the United States. As of December 31, 2025, the Company held client assets under administration of $143.3 billion. At December 31, 2025, the Company had $55.2 billion of client assets under management in fee-based programs. Oppenheimer employs over 200 investment banking professionals in the United States, the United Kingdom and Israel. Oppenheimer employs over 148 dedicated fixed income sales and trading professionals in offices in the U.S., the United Kingdom, the Isle of Jersey and Asia. At December 31, 2025, the Company employed 2,947 employees, of which 2,906 were full-time and 41 were part-time. The Company has roots tracing back to 1881.

Written from the business description in Oppenheimer Holdings Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 26 February 2026. Every sentence was checked against that document before publication.